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IBMOIBMO
26 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in ISHARES TR

Yes. Beacon Pointe Advisors holds 135,041 shares of IBMO, worth $3.5M, as of its Q2 2026 13F filing. It reduced the position by 5,411 shares (-3.9%) from Q1 2026. Beacon Pointe Advisors has held IBMO since Q1 2020, across 26 quarterly 13F filings.

Current Value

$3.5M

Current Shares

135,041

Total Value Change

+$3.1M

Total Shares Change

+120,483

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
135,041
-3.9%
$3.5M0.0%$25.43
0
2026-Q1
Increased
140,452
+3.4%
$3.6M0.0%$25.38
27
2025-Q4
Decreased
135,821
-2.4%
$3.5M0.0%$25.28
0
2025-Q3
Increased
139,114
+184.7%
$3.6M0.0%$25.10
43
2025-Q2
Decreased
48,859
-8.5%
$1.3M0.0%$24.92
0
2025-Q1
Decreased
53,383
-5.7%
$1.4M0.0%$24.71
0
2024-Q4
Increased
56,602
+3.0%
$1.4M0.0%$24.52
26
2024-Q3
Decreased
54,961
-8.9%
$1.4M0.0%$24.53
0
2024-Q2
Increased
60,329
+7.8%
$1.5M0.0%$24.08
28
2024-Q1
Increased
55,961
+12.3%
$1.4M0.0%$23.97
29
2023-Q4
Increased
49,850
+23.8%
$1.3M0.0%$24.05
31
2023-Q3
Increased
40,278
+27.7%
$999,3090.0%$23.25
31
2023-Q2
Increased
31,537
+30.3%
$794,0950.0%$23.50
31
2023-Q1
Increased
24,206
+14.6%
$617,9740.0%$23.73
28
2022-Q4
Increased
21,132
+5.5%
$532,7570.0%$23.37
26
2022-Q3
Increased
20,038
+2.9%
$497,0000.0%$22.74
25
2022-Q2
Increased
19,474
+54.5%
$492,0000.0%$23.34
34
2022-Q1
Increased
12,608
+54.9%
$322,0000.0%$23.46
33
2021-Q4
Decreased
8,142
-45.7%
$219,0000.0%$24.69
0
2021-Q3
Decreased
15,005
-0.3%
$403,0000.0%$24.65
0
2021-Q2
Increased
15,047
+0.1%
$406,0000.0%$24.70
24
2021-Q1
Increased
15,030
+0.1%
$405,0000.0%$24.52
24
2020-Q4
Increased
15,019
+1.4%
$407,0000.0%$24.73
24
2020-Q3
Increased
14,818
+7.3%
$399,0000.0%$24.52
26
2020-Q2
Decreased
13,806
-5.2%
$368,0000.0%$24.22
0
2020-Q1
New
14,558
-
$376,0000.1%$23.36
33

Other major holders of IBMO: MERCER GLOBAL ADVISORS INC /ADV, BANK OF AMERICA CORP /DE/

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